Senior Tax Manager — Wealth Planning & Leadership

Mariner; Cincinnati (OH); On-site; USD 102,000 - 131,000; Full time

Job summary

Mariner in Cincinnati, OH seeks an experienced Tax Manager to lead client-focused tax planning for high-net-worth individuals and closely held businesses. You will mentor a growing team, collaborate with wealth management peers, and deliver strategic tax solutions while staying current on regulatory changes.

You’ll oversee tax returns, projections, and tax planning initiatives, building durable client relationships and contributing to the firm’s growth and service excellence.

Qualifications

• Bachelor’s degree required.
• Minimum of 5 years of tax experience in a public or private accounting firm or financial planning firm.
• CPA or EA required.

Responsibilities

• Manage and mentor a growing team of professionals, fostering skill development and expertise through a client-focused approach.
• Build and maintain strong client relationships, ensuring client satisfaction, retention, and confidence through demonstrated expertise and proactive communication.
• Oversee consulting and tax projects, including charitable giving calculations, private foundation minimum payouts, and other tax and financial planning initiatives.
• Review tax returns, quarterly and annual tax projections, estimated tax vouchers, extension forms, supporting work papers, and financial statements.
• Understand clients’ broader financial needs and identify value-added services that Mariner Wealth Advisors can offer.
• Collaborate with peers and leadership to develop and present strategic tax planning solutions for high-net-worth individuals and closely held businesses.
• Guide and support in-depth research on complex tax issues and regulatory updates.
• Commit to continuous professional development, team training, and mentoring of new tax associates

Skills

Tax consulting

Client relationship management

Research on tax matters

Mentoring

Education

Bachelor’s degree

Tools

CCH GOSystem

Job description

Mariner in Cincinnati, OH seeks an experienced Tax Manager to lead client-focused tax planning for high-net-worth individuals and closely held businesses. You will mentor a growing team, collaborate with wealth management peers, and deliver strategic tax solutions while staying current on regulatory changes.

You’ll oversee tax returns, projections, and tax planning initiatives, building durable client relationships and contributing to the firm’s growth and service excellence.